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| Column Name | Description | |
|---|---|---|
| ID | Taxes profile's identification number | |
| Name | Name of a taxes profile | |
| Profile Owner | List of resellers corresponding taxes profile was assigned to | |
| Notes | Additional information regarding a text taxes profile | |
Functional buttons/icons, presented in the section, are as follows:
| Button/Icon | Description | |||
|---|---|---|---|---|
| Allows to create a new taxes profile | ||||
| Allows to manage an existing taxes profile on a list | ||||
| Allows to delete a taxes profile from the system. Requires confirmation | ||||
| Allows to manage a list of tax values of a particular profile | ||||
| Opens Advanced Search drop-down menu | |||
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In the top right corner of the section above the table, an Advanced Search drop-down menu is located. By clicking on a bluedownwards arrow icon, a drop-down menu with the following structure is displayed:
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To apply the specified search criteria, press click the Search button; to cancel the applied parameters, press click the Reset button.
Creating a New Taxes Profile
To create a new profile, you need to:
- Click on the New Taxes Profile button
- Fill in mandatory fields (specified in the table below)
- Press Click the OK button
Screenshot: New Taxes Profile window
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| Field | Description | ||
|---|---|---|---|
| Name | Name of a taxes profile | ||
Profile Owner | Select from the list of all Resellers, Sub-resellers and Managers registered in the system | ||
Invoice Notes | If specified, this information will be displayed in issued invoices | ||
Notes | Additional information regarding a text taxes profile | ||
Tax Values Management
To manage a tax value, you need to click on the icon to the left of a corresponding profile name on the list. In the pop-up window, you can add a new rule by clicking Add Tax Value button or or edit already existing values. Structure The structure of a pop-up window is as follows:
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| Field | Description | ||
|---|---|---|---|
Name | Name of the tax value added to this profile | ||
| Value | Specify a tax value in % | ||
| Effective Fromfrom | Start date of a corresponding tax value | ||
| Tag | Specify tag(s) you would like to be applied to a corresponding tax value. If not no tags are added, "@" must be inserted | ||
Priority | Specify the priority of tax value usage | ||
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While operating with tax values, you can apply Advance Search to find the value you might be interested in. To do so, click on red on a red downwards arrow icon in the top right corner of the pop-up window and set the Status and Status Date fields:
- Status:
- current on - if chosen, all tax values, with the latest Effective Fromfrom field value, will be displayed
- old for - if chosen, all tax values, whose Effective From from field value is older in comparison to its current one, will be displayed
- future for - if chosen, all tax values, whose Effective From from field value > Date field value, will be displayed
- all - if chosen, all tax values will be displayed
- Date - set the time and date that will be applied for the search.
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| Panel | ||||||||
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You cannot delete or archive a tax profile that is currently assigned to the Client, Call shopShop, Reseller, or Calling cardCard |
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